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Episode Three: Could a spousal loan be right for you?

Insights on Wealth Management

Insights on Wealth Management with Wade Kozak is a web audio series presented in partnership with CKUA. Each short episode covers a topic chosen to help you understand with more clarity the world of finances and investing.

Let Wade’s expertise meet you where you are, whether you have questions or you’re well on the road to retirement. Learn more about investing, estate planning, retirement income, and strategic philanthropy.

In the newest episode, Wade Kozak and CKUA host Grant Stovel discuss the question, “Could a Spousal Loan be right for you?” This income-splitting technique allows couples who have “lop-sided” incomes to use a spousal loan as a strategy for tax savings. Learn more:

Stay tuned for the final episode, Episode 4: Giving Back Launching June 20

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